Position in PEP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,254,432
+$60,777 QoQ
Shares Held
8,078
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Bank of Jackson Hole Trust holds $1,515,845 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (82.8% of the industry book) .
All Filings in PEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,432 | 8,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,193,655 | 8,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,231,799 | 8,771 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,332,547 | 10,092 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,321,121 | 8,811 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,387,243 | 9,123 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||